West Portal · San Francisco
Tax and accounting that keep pace with your success
Derick H. Wong, CPA — a private San Francisco firm for individuals and businesses who want meticulous preparation, thoughtful planning, and a partner as committed to your goals as you are.
- California CPA
- Tax planning & payroll
- IRS representation
- Free consultation
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Practice
Private CPA firm
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Experience
Two decades+
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Location
West Portal, SF
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Start here
Services
Full-service tax and accounting support
From personal and corporate returns to payroll, bookkeeping, QuickBooks, and IRS representation — one firm for the work that keeps your finances clear and compliant.
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Tax
Tax Preparation & Planning
Individual, business, partnership, corporate, gift, estate, and multi-state returns — prepared with year-round planning so you keep more of what you earn.
- Personal and business returns
- Estate, gift, and trust filings
- Out-of-state and multi-state returns
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Payroll
Payroll Services
From paychecks and deposits to quarterly forms and year-end W-2s and 1099s — so federal, state, and local payroll obligations stay on track.
- Checks or direct deposit
- Tax deposits and quarterly forms
- W-2s, 1099s, and custom reports
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Books
Accounting & Bookkeeping
Monthly bookkeeping, bank reconciliations, financial statements, and analysis — sized for startups through established companies that want clean books.
- AP / AR and general ledger
- Financial statement preparation
- Internal controls and planning insights
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IRS
IRS Representation
Confidential help when notices, liens, levies, or collections arrive — investigation, negotiation, and resolution strategies with a licensed CPA advocate.
- Free confidential consultation
- Offers in compromise and penalty relief
- Liens, levies, and compliance support
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Advisory
Business Consulting
Practical guidance on start-ups, operations, profit planning, entity formation, and growth decisions — grounded in tax and accounting judgment.
- Start-up and entity formation support
- Operations and profit planning
- Estate and succession conversations
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Systems
QuickBooks & Compilations
QuickBooks setup, training, and tune-ups — plus audit, review, and compilation support when stakeholders need reliable financial reports.
- QuickBooks setup and training
- Ongoing QuickAnswers support
- Audit, review, and compilation
Client offer
Second Look tax review
Already filed the last two years? Share those returns for a confidential review of opportunities, elections, and planning questions worth a second look — before the next filing season arrives.
- Confidential review of recent returns
- Plain-language findings you can act on
- No obligation to engage for ongoing work
A Second Look is an opportunities analysis — not a guarantee of refunds or amended returns.
Request your Second Look
Call, book on Calendly, or email with the tax years you want reviewed. We will confirm next steps and how to share documents securely.
Why this firm
Personalized service with deep tax expertise
A private CPA practice focused on helping you navigate complexity, minimize liability through careful planning, and move forward with confidence.
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Principal-led, credential-deep
Work with Derick H. Wong, CPA — a California CPA with a master’s in taxation, an MBA, and a Ph.D. in business administration, plus an audit background at private and public companies.
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Built for complex Bay Area lives
Tech startups, equity and stock options, rental properties, and higher-income households — situations where careful planning and clear explanations matter.
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West Portal roots
A San Francisco practice on West Portal Avenue, serving individuals and small-to-medium businesses across the city and Bay Area who want a private CPA relationship.
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Education with every engagement
Returns and plans explained so you can make informed decisions. Client seminars on timely topics are one of the ways the firm keeps you ahead of change.
How it works
Start with a conversation
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Call or book
Reach the firm at (415) 788-0846 or schedule on Calendly. A free confidential consultation is available for tax and IRS questions.
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Share your situation
Bring returns, notices, entity documents, payroll questions, or QuickBooks files. We listen first, then outline a clear path.
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Plan, file, and stay supported
Accurate preparation, proactive planning, and ongoing help — so tax season and mid-year decisions feel manageable.
About the firm
Derick Wong, CPA
Derick H. Wong CPA offers comprehensive tax and accounting services from West Portal in San Francisco. Led by Derick Wong, CPA — a California native raised and educated in the Bay Area — the firm combines personalized service with deep technical credentials.
In addition to his CPA license, Derick holds a master’s degree in taxation, an MBA, and a Ph.D. in business administration. He specializes in corporations, partnerships, sole proprietorships, and individual filers — and believes clients make better decisions when they understand their returns.
With over two decades of experience and an audit background at private and public companies, the firm is proud to serve the San Francisco community — including as a BNI member who values trusted referrals.
FAQ
Questions clients ask
Who does Derick H. Wong CPA serve?
How do I schedule an appointment?
Do you offer a free consultation?
What services do you provide?
Where is the office?
How do current clients access the client hub?
Contact
Call or book your appointment
Ready to get started? Reach the firm by phone or schedule online. We look forward to helping you reach your goals.
- Phone
- (415) 788-0846
- info@dwcpatax.com
- Book online
- calendly.com/derick-wong-wi0
Schedule with Derick
Choose a time on Calendly, or call now. A free confidential consultation is available for tax and IRS questions.
Current clients: use the client hub link in the footer to sign in. New clients should call or book first.